Inspire Advisors’s Helios Technologies HLIO Stock Holding History

Inspire Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,654	Closed	-$236K	–	763
2026 Q1	$236K	Buy	+3,654	New	+$245K	0.02%	554

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Inspire Advisors's HLIO Position: Q2 2026 in Review

Inspire Advisors sold out of Helios Technologies (HLIO) in Q2 2026, closing a stake of 3,654 shares — an estimated $236K sold.

Inspire Advisors first reported a position in HLIO in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Inspire Advisors reported no remaining Helios Technologies position as of Q2 2026 after selling out during the quarter.
Inspire Advisors sold 3,654 Helios Technologies shares in Q2 2026, an estimated $236K.
Inspire Advisors first reported a position in Helios Technologies in Q1 2026 and held it in 1 quarter.
Inspire Advisors's Helios Technologies position peaked at $236K in Q1 2026.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.